Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: The Electronic Guardian was founded by brothers Mark and David, to solve the chaos of disorganization. Born from the challenge of helping families manage complex estates, we realized the universal need for a proactive life-management tool. Our platform consolidates scattered, vital information into one secure environment. By transforming fragmented data into an organized digital vault, we empower users to manage their daily lives with confidence while ensuring their legacy is protected and accessible for the future.

How they describe their product/innovation: For the Financial Institution, the Coop provides: (i) a significantly enhanced view of a client’s wallet, (ii) an ability to proactively cross sell other products, and (iii) an early warning system to assist in the retention of a client’s assets post-death.  To the end user: The Coop, is a highly secure and comprehensive information hub and platform. It is a one-stop repository for all important financial and material information into one centralized hub.

Product distribution strategy: Direct to Consumer (B2C), Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Mark Gorman (CEO), [email protected], 267-325-0471